Nuveen California Quality Municipal Income Fund
NAC- Exchange
- NYSE
- SEC CIK
- 0001074952
No open-market purchases or sales by Nuveen California Quality Municipal Income Fund insiders were filed in the last 90 days; 138 institutions reported holding it in 13F filings for Q2 2026, worth $315.4M in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Nuveen California Quality Municipal Income Fund as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 122
- +3 vs. Q3 2023
- Shares held
- 38.1M
- +4.37M (+12.9%) vs. Q3 2023
- Total value
- $422.9M
- +$97.1M (+29.8%) vs. Q3 2023
- New holders
- 22
- 40 more added
- Sold out
- 19
- 35 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 138 | $315.4M |
| Q1 2026 | 129 | $280.8M |
| Q4 2025 | 125 | $266.0M |
| Q3 2025 | 115 | $223.0M |
| Q2 2025 | 119 | $225.0M |
| Q1 2025 | 118 | $251.1M |
| Q4 2024 | 124 | $287.3M |
| Q3 2024 | 120 | $339.0M |
| Q2 2024 | 119 | $420.4M |
| Q1 2024 | 125 | $425.9M |
| Q4 2023 | 122 | $422.9M |
| Q3 2023 | 120 | $328.0M |
| Q2 2023 | 111 | $344.2M |
| Q1 2023 | 117 | $299.0M |
| Q4 2022 | 117 | $248.7M |
| Q3 2022 | 104 | $212.2M |
| Q2 2022 | 107 | $236.0M |
| Q1 2022 | 117 | $245.8M |
| Q4 2021 | 119 | $277.2M |
| Q3 2021 | 111 | $264.3M |
| Q2 2021 | 114 | $284.3M |
| Q1 2021 | 114 | $260.1M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen California Quality Municipal Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 8,284,935 | $91.9M | 2.26% | +1,533,925+22.7% | Added |
| Karpus Management, Inc. | 6,288,053 | $69.7M | 2.12% | +1,637,169+35.2% | Added |
| Rivernorth Capital Management, LLC | 4,678,247 | $51.9M | 2.48% | −323,438−6.5% | Reduced |
| Morgan Stanley | 2,297,671 | $25.5M | 0.00% | −492,274−17.6% | Reduced |
| UBS Group AG | 1,593,210 | $17.7M | 0.01% | −170,616−9.7% | Reduced |
| Logan Stone Capital, LLC | 1,568,930 | $17.4M | 3.52% | +369,346+30.8% | Added |
| Guggenheim Capital LLC | 1,430,811 | $15.9M | 0.12% | +72,307+5.3% | Added |
| Beach Point Capital Management LP | 1,398,081 | $15.5M | 6.18% | +501,645+56.0% | Added |
| Wells Fargo & Company | 1,020,419 | $11.3M | 0.00% | +43,843+4.5% | Added |
| CNH Partners LLC | 646,244 | $7.17M | 0.29% | +38,921+6.4% | Added |
| Penserra Capital Management LLC | 636,685 | $7.06M | 0.13% | +44,068+7.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 610,737 | $6.77M | 0.39% | +13,817+2.3% | Added |
| Rockefeller Capital Management L.P. | 526,839 | $5.84M | 0.02% | +23,750+4.7% | Added |
| Advisors Asset Management, Inc. | 525,064 | $5.82M | 0.12% | +22,036+4.4% | Added |
| Mariner, LLC | 524,795 | $5.82M | 0.01% | −32,645−5.9% | Reduced |
| Allianz Asset Management GmbH | 401,979 | $4.46M | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 327,853 | $3.64M | 0.73% | +327,853 | New |
| Robinson Capital Management, LLC | 309,923 | $3.43M | 1.22% | +152,023+96.3% | Added |
| Allworth Financial LP | 284,190 | $3.15M | 0.02% | +281,397+10,075.1% | Added |
| LPL Financial LLC | 273,733 | $3.04M | 0.00% | +37,326+15.8% | Added |
| Dakota Wealth Management | 259,832 | $2.88M | 0.11% | +102,800+65.5% | Added |
| Landscape Capital Management, L.L.C. | 238,588 | $2.65M | 0.24% | +170,615+251.0% | Added |
| Advisor Group Holdings, Inc. | 224,899 | $2.49M | 0.00% | +26,272+13.2% | Added |
| Regatta Capital Group, LLC | 211,188 | $2.34M | 0.62% | +85,666+68.2% | Added |
| Bank of America Corp | 196,962 | $2.18M | 0.00% | −1,001−0.5% | Reduced |
| Ignite Planners, LLC | 175,930 | $1.95M | 0.58% | +809+0.5% | Added |
| Resources Investment Advisors, LLC. | 167,806 | $1.86M | 0.03% | −1,520−0.9% | Reduced |
| Sit Investment Associates Inc | 167,347 | $1.86M | 0.05% | +120,895+260.3% | Added |
| Davidson Trust Co | 159,240 | $1.77M | 1.14% | +1,976+1.3% | Added |
| Wedbush Securities Inc | 128,188 | $1.42M | 0.06% | +1,369+1.1% | Added |
| Centiva Capital, LP | 113,648 | $1.26M | 0.08% | +113,648 | New |
| Raymond James & Associates | 101,355 | $1.12M | 0.00% | −8,903−8.1% | Reduced |
| Whittier Trust Co | 90,405 | $1.00M | 0.02% | −161,987−64.2% | Reduced |
| Royal Bank of Canada | 85,228 | $945.0K | 0.00% | −25,630−23.1% | Reduced |
| Rareview Capital LLC | 73,135 | $811.1K | 0.74% | +73,135 | New |
| First Foundation Advisors | 67,786 | $751.7K | 0.03% | −8,804−11.5% | Reduced |
| Ameriprise Financial Inc | 66,131 | $733.4K | 0.00% | +2,264+3.5% | Added |
| Prime Capital Investment Advisors, LLC | 64,706 | $717.6K | 0.01% | −11,128−14.7% | Reduced |
| Cetera Investment Advisers | 64,223 | $712.2K | 0.01% | −172−0.3% | Reduced |
| Southland Equity Partners LLC | 63,500 | $704.2K | 0.22% | −7,300−10.3% | Reduced |
| Van Hulzen Asset Management, LLC | 63,505 | $704.0K | 0.05% | −1,605−2.5% | Reduced |
| HighTower Advisors, LLC | 62,100 | $689.0K | 0.00% | +26,054+72.3% | Added |
| Susquehanna International Group, LLP | 61,082 | $677.4K | 0.00% | +46,807+327.9% | Added |
| D.A. Davidson & Co. | 60,529 | $671.3K | 0.01% | −1,897−3.0% | Reduced |
| Apriem Advisors | 60,120 | $666.7K | 0.09% | −1,875−3.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 54,008 | $598.9K | 0.04% | +9,278+20.7% | Added |
| Hollencrest Capital Management | 53,928 | $598.1K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 52,505 | $582.3K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 52,168 | $578.5K | 0.02% | −12,982−19.9% | Reduced |
| Commonwealth Equity Services, LLC | 51,016 | $566.0K | 0.00% | −1,803−3.4% | Reduced |
| Almitas Capital LLC | 47,674 | $528.7K | 0.18% | +47,674 | New |
| Everett Harris & Co | 46,000 | $510.1K | 0.01% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 44,949 | $498.5K | 0.49% | +1,253+2.9% | Added |
| Cooper Financial Group | 40,263 | $446.5K | 0.08% | −3,329−7.6% | Reduced |
| Napa Wealth Management | 40,233 | $446.2K | 0.24% | +40,233 | New |
| Integrated Wealth Concepts LLC | 40,041 | $444.1K | 0.01% | −904−2.2% | Reduced |
| Core Wealth Partners LLC | 37,543 | $416.4K | 0.34% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 35,785 | $396.9K | 0.38% | −1,900−5.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 34,500 | $381.7K | 0.01% | −21,950−38.9% | Reduced |
| Bartlett & Co. LLC | 34,500 | $380.0K | 0.01% | −21,950−38.9% | Reduced |
| Tortoise Investment Management, LLC | 31,231 | $346.4K | 0.05% | −7,882−20.2% | Reduced |
| Atria Wealth Solutions, Inc. | 29,157 | $323.4K | 0.00% | −635−2.1% | Reduced |
| Wellspring Financial Advisors, LLC | 26,600 | $295.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 26,120 | $289.7K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,773 | $285.8K | 0.00% | −13,145−33.8% | Reduced |
| Castle Rock Wealth Management, LLC | 25,770 | $284.6K | 0.09% | +30.0% | Added |
| International Assets Investment Management, LLC | 24,740 | $274.4K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 23,848 | $264.5K | 0.00% | +22,354+1,496.3% | Added |
| MKT Advisors LLC | 23,060 | $254.8K | 0.17% | 00.0% | Unchanged |
| RHS Financial, LLC | 21,972 | $243.7K | 0.15% | +9,571+77.2% | Added |
| US Bancorp | 21,545 | $238.9K | 0.00% | +600+2.9% | Added |
| RB Capital Management, LLC | 20,550 | $227.9K | 0.07% | +204+1.0% | Added |
| Choate Investment Advisors | 20,500 | $227.3K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 19,000 | $210.7K | 0.03% | −2,000−9.5% | Reduced |
| New Insight Wealth Advisors | 18,550 | $205.7K | 0.14% | +18,550 | New |
| Weaver Consulting Group | 18,500 | $205.2K | 0.08% | +2,000+12.1% | Added |
| Pure Financial Advisors, Inc. | 17,768 | $197.0K | 0.01% | +3,056+20.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,664 | $195.9K | 0.00% | +2,303+15.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 17,210 | $190.9K | 0.07% | +17,210 | New |
| Whittier Trust Co of Nevada Inc | 16,868 | $187.1K | 0.01% | −11,589−40.7% | Reduced |
| Perigon Wealth Management, LLC | 16,538 | $183.4K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,318 | $181.0K | 0.00% | +16,318 | New |
| Melfa Wealth Management, LLC | 16,263 | $180.4K | 0.17% | +4,267+35.6% | Added |
| EP Wealth Advisors, LLC | 16,010 | $177.6K | 0.00% | +2,024+14.5% | Added |
| Nwam LLC | 15,630 | $173.3K | 0.01% | +15,630 | New |
| Western Wealth Management, LLC | 15,049 | $166.9K | 0.01% | 00.0% | Unchanged |
| Grassi Investment Management | 15,000 | $166.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 14,525 | $161.1K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 14,355 | $159.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,338 | $159.0K | 0.00% | +14,338 | New |
| Truvestments Capital LLC | 14,191 | $157.4K | 0.07% | +14,191 | New |
| Parallel Advisors, LLC | 13,831 | $153.4K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,625 | $140.0K | 0.00% | +12,625 | New |
| Hoylecohen, LLC | 12,296 | $136.4K | 0.01% | −1,210−9.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,118 | $134.4K | 0.02% | +12,118 | New |
| Pensionmark Financial Group, LLC | 11,961 | $132.6K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,780 | $130.6K | 0.00% | +33+0.3% | Added |
| CIBC Private Wealth Group, LLC | 11,061 | $122.7K | 0.00% | +11,061 | New |
| Perennial Investment Advisors, LLC | 11,012 | $122.1K | 0.02% | −1,500−12.0% | Reduced |
| Fermata Advisors, LLC | 10,900 | $120.9K | 0.03% | 00.0% | Unchanged |